109,741 Shares in Dollar Tree, Inc. $DLTR Purchased by The Manufacturers Life Insurance Company

Key Points

• The Manufacturers Life Insurance Company acquired 109,741 Dollar Tree shares worth approximately $12.6 million, joining other institutional investors in increasing positions. Institutions and hedge funds collectively own 97.4% of the company.
• Dollar Tree exceeded second-quarter expectations with $2.70 adjusted EPS and $4.89 billion in revenue, up 7% year over year. The company raised fiscal 2026 EPS guidance to $7.70–$8.05 and authorized a $2.5 billion share-repurchase program.
• Despite the strong quarter, third-quarter EPS guidance of $0.80–$0.95 fell well below analyst expectations of roughly $1.40, reflecting pressure from fuel costs, tariffs and reinvestment. Analysts maintain a consensus “Hold” rating with a $129.18 price target.

The Manufacturers Life Insurance Company acquired a new stake in Dollar Tree, Inc. (NASDAQ:DLTR - Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 109,741 shares of the company's stock, valued at approximately $12,632,000. The Manufacturers Life Insurance Company owned 0.06% of Dollar Tree at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of DLTR. NewEdge Advisors LLC raised its stake in shares of Dollar Tree by 3,237.4% in the 1st quarter. NewEdge Advisors LLC now owns 13,750 shares of the company's stock valued at $1,032,000 after acquiring an additional 13,338 shares during the period. Woodline Partners LP boosted its position in shares of Dollar Tree by 40.7% during the 1st quarter. Woodline Partners LP now owns 17,078 shares of the company's stock worth $1,282,000 after purchasing an additional 4,941 shares during the period. Focus Partners Wealth increased its holdings in Dollar Tree by 2.0% in the 1st quarter. Focus Partners Wealth now owns 10,646 shares of the company's stock valued at $799,000 after purchasing an additional 213 shares during the last quarter. Sivia Capital Partners LLC acquired a new stake in Dollar Tree in the 2nd quarter valued at approximately $257,000. Finally, CW Advisors LLC purchased a new stake in Dollar Tree in the second quarter valued at approximately $264,000. Institutional investors and hedge funds own 97.40% of the company's stock.

Dollar Tree Stock Performance

Shares of DLTR stock opened at $128.26 on Friday. The company has a quick ratio of 0.39, a current ratio of 1.13 and a debt-to-equity ratio of 0.86. Dollar Tree, Inc. has a 52 week low of $84.71 and a 52 week high of $142.40. The stock has a market capitalization of $24.65 billion, a PE ratio of 15.66, a P/E/G ratio of 1.39 and a beta of 0.64. The firm has a 50 day moving average of $126.03 and a two-hundred day moving average of $114.77.

Dollar Tree (NASDAQ:DLTR - Get Free Report) last posted its quarterly earnings results on Thursday, August 27th. The company reported $2.70 EPS for the quarter, topping the consensus estimate of $1.15 by $1.55. Dollar Tree had a net margin of 8.03% and a return on equity of 38.61%. The business had revenue of $4.89 billion during the quarter, compared to the consensus estimate of $4.86 billion. During the same quarter in the previous year, the firm posted $0.77 earnings per share. The company's quarterly revenue was up 7.0% compared to the same quarter last year. Dollar Tree has set its Q3 2026 guidance at 0.800-0.950 EPS and its FY 2026 guidance at 7.700-8.050 EPS. On average, research analysts predict that Dollar Tree, Inc. will post 7.13 EPS for the current fiscal year.

Dollar Tree announced that its Board of Directors has authorized a stock buyback program on Thursday, July 2nd that authorizes the company to buyback $2.50 billion in outstanding shares. This buyback authorization authorizes the company to buy up to 10.7% of its stock through open market purchases. Stock buyback programs are often an indication that the company's board of directors believes its shares are undervalued.

Wall Street Analysts Forecast Growth

DLTR has been the topic of a number of research reports. Deutsche Bank Aktiengesellschaft upped their price target on Dollar Tree from $99.00 to $102.00 and gave the stock a "hold" rating in a research note on Thursday, June 4th. Wells Fargo & Company lifted their price objective on Dollar Tree from $145.00 to $155.00 and gave the company an "overweight" rating in a research note on Monday, August 17th. Truist Financial boosted their price objective on Dollar Tree from $136.00 to $138.00 and gave the company a "buy" rating in a report on Tuesday. BMO Capital Markets reissued a "market perform" rating and set a $135.00 target price on shares of Dollar Tree in a research note on Friday. Finally, Guggenheim raised their target price on Dollar Tree from $135.00 to $145.00 and gave the company a "buy" rating in a report on Tuesday. Ten investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, Dollar Tree currently has a consensus rating of "Hold" and a consensus price target of $129.18.

Dollar Tree News Roundup

Here are the key news stories impacting Dollar Tree this week:

• Positive Sentiment: Dollar Tree reported second-quarter revenue of $4.89 billion, up 7% year over year and above estimates of approximately $4.86 billion. Adjusted earnings per share reached $2.70, substantially exceeding the $1.15 consensus, helped by higher markups, lower freight costs, reduced shrinkage and tariff-related refunds. Dollar Tree beats quarterly revenue estimates on steady demand
• Positive Sentiment: Comparable-store sales rose 3.7%, driven by a 3.3% increase in average ticket and positive customer traffic of 0.4%. Management also cited improving assortments and continued demand for affordable essentials. Dollar Tree Q2 earnings call highlights
• Positive Sentiment: Management raised full-year fiscal 2026 adjusted EPS guidance to $7.70–$8.05 from $6.70–$7.10. Dollar Tree also repurchased approximately 5.6 million shares for $605 million during the quarter, supporting per-share results. Dollar Tree lifts earnings outlook
• Neutral Sentiment: Dollar Tree is attracting more middle- and high-income shoppers seeking value, while lower-income customers remain pressured by the cost of necessities. This broadens the customer base but also highlights uneven consumer health. Dollar Tree attracts higher-income customers
• Negative Sentiment: Third-quarter adjusted EPS guidance of $0.80–$0.95 was well below the roughly $1.40 analyst expectation. Investors viewed the outlook as evidence that fuel costs, tariffs and reinvestment expenses could pressure profitability, overshadowing the second-quarter beat and the higher full-year forecast. Dollar Tree cites higher fuel prices as a headwind

Dollar Tree Profile

Dollar Tree, Inc is a North American discount retailer that operates a portfolio of value-oriented store banners, primarily Dollar Tree and Family Dollar. The company's stores offer a broad assortment of everyday items at low price points, including household essentials, food and snacks, health and beauty products, cleaning supplies, seasonal and party goods, home décor, and basic apparel. Dollar Tree's merchandising strategy emphasizes high-turnover branded and private-label merchandise tailored to budget-conscious consumers, with Family Dollar complementing the chain by offering a wider range of price points and assortment depth in smaller-format neighborhood locations.

Founded in 1986 and headquartered in Chesapeake, Virginia, Dollar Tree has grown through both organic store openings and acquisitions.

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